Job Title: Sales Enablement & TrainerReports to: Head of Sales Operations & EnablementLocation: Louisville, KY highly preferred; Remote considered for right candidate POSITION OVERVIEWThe Sales Enablement & Trainer is responsible for onboarding, training, reinforcement, field readiness, and ongoing advisor and seller effectiveness across the revenue organization. This is a new headcount role built to ensure every member of the sales team - from day one onward - has the knowledge, tools, and confidence to perform at the highest level. The ideal candidate is a high-energy builder who thrives creating scalable programs in fast-moving environments. This role requires someone who can move quickly from concept to execution, build from a blank page without waiting for perfect conditions, and continuously iterate based on field feedback. Wealth management, financial services, or advisor-facing experience is a meaningful advantage. WHAT YOU WILL OWNNew Hire OnboardingOwn end-to-end onboarding for all new sales and advisor-facing hiresDesign structured onboarding programs that accelerate time-to-productivity and reduce ramp timeEnsure new hires are fully prepared across products, positioning, systems, sales process, and advisor conversation frameworks before they hit the fieldContinuously improve onboarding based on cohort performance data and manager feedback Training & Continuous LearningBuild and maintain training curriculum covering products, investment positioning, sales methodology, platform usage, and compliance requirementsRun recurring enablement sessions, field communications, and reinforcement programsCreate scalable learning pathways for different roles, tenure levels, and development needsTrack completion rates, knowledge retention, and field application metrics to continuously improve program effectiveness Playbooks, Battlecards & Field ResourcesBuild and maintain sales playbooks, competitive battlecards, objection-handling guides, and advisor conversation frameworksEnsure all field resources are current, accessible, and aligned with current messaging and positioningPartner with Marketing and Product on launch readiness materials and field communication rollouts Field Readiness & Coaching SupportGather continuous feedback from the field to identify training gaps, messaging inconsistencies, and development opportunitiesPartner with sales leadership and RVPs to support individual and team coaching prioritiesSupport launch readiness for new products, campaigns, and go-to-market initiativesHelp improve seller and advisor confidence, consistency, and client engagement quality WHAT WE ARE LOOKING FORRequired3–8 years in Sales Enablement, Training, Learning & Development, or Sales SupportExperience building onboarding and training programs - not just delivering existing curriculumStrong communication and facilitation skills; able to hold a room and drive engagementAbility to simplify complex products and concepts into clear, actionable learning programsHigh execution velocity - must move fast and build without waiting for perfect conditionsDemonstrated comfort operating in growth-stage, high-ambiguity environments PreferredFinancial services, insurance, fintech, or wealth management experience - particularly advisor-facing or distribution environmentsFamiliarity with LMS platforms and sales enablement technologyExperience building investment or product training programs for field distribution teamsTrack record creating playbooks and competitive resources used and adopted by the field COMPENSATIONCompetitive base salary and performance bonus. Compensation commensurate with experience.
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